Software Setup & Training

Because sometimes you just don’t want to figure it out all on your own!

Software Setup & Training includes:

  • Customized recommendation of software based on your business, payment processors, banks, etc
    Because some software is more suited for some businesses than others!

  • Customized chart of account (aka “list of categories”)
    Because what a service-based business needs to track is different than a business selling and shipping physical goods!

  • Help syncing bank accounts to bookkeeping software and set-up of any needed 3rd-party integrations
    Because manual data entry is SO not a good use of your time!

  • 2 interactive training sessions
    Spread out over 60 days so we have a chance to review a good variety of transactions and situations

  • 60 days of email support between training sessions
    Because sometimes things pop up between sessions!

Investment: Starting at $1200

Final price depends on the complexity of your books, including the number of bank accounts, integrations, etc.

Step One: Fill out the form linked below. It’ll give me a good idea of what’s involved in setting up your software.
Step Two: I’ll be in touch in 1 - 2 business days with any further questions, and we’ll go from there! Easy peasy!

Note: If you’d like to “hop on a Zoom call” to chat about things before filling out the form (ask questions, feel out my vibe, etc), you can find a time that works for you here!